Client-centricity is a critical topic for modern professional services firms, especially now. How can your firm improve and maintain its competitive position given today’s business context? During this webinar, Kat Kocurek, VP of Marketing from ClearlyRated and Michael Warren, VP, CRM Practice from Wilson Allen, will present an outcomes-driven methodology for helping your law firm become more client-centric. From gathering client feedback, to integrating client experience data throughout your CRM and other relationship management systems, our presenters will cover:

  • A proven methodology for measuring and reporting on the client experience;
  • Best practices for structuring data for actionable insights;
  • Next-generation reporting examples that harness AI to build client-centricity into the core of your business.